Commercial Banking Portfolio Coordinator | Military Boots to Banking - Veteran Initiative

Commercial Banking Portfolio Coordinator

Wells Fargo is seeking a Commercial Banking Portfolio Coordinator as part of the Wholesale Lending Operations/Commercial Banking Operations division. This job is responsible for spreading business financial statements using prescribed financial analysis software. Learn more about the career areas and business divisions at wellsfargojobs.com.

In this role, you will:

• Review credit information of loans for companies and industries including reading and understanding accounting within various financial statements
• Respond to customer inquiries, generate status reports for management or bankers, and contact available sources of information
• Perform moderately complex credit investigations on companies and industries
• Receive direction from Commercial Banking Portfolio Management supervisor and escalate noncompliant issues.
• Ensure credit files are current
• Interact with the immediate team and Commercial Banking Portfolio Management functional area to review process of companies for providing credits

Required Qualification:

• 1+ years of financial analysis experience, or equivalent demonstrated through one or a combination of the following: work experience, training, military experience, education.

Desired Qualifications:

• Military experience involving analysis and evaluation of complex information, such as intelligence analysis, operational planning, logistics, finance management, or resource oversight, with responsibility for assessing risk, validating data accuracy, and supporting leadership decision-making
• Military experience operating in regulated or accountability-driven environments, including maintaining complete and accurate records, following established procedures, escalating issues when standards are not met, and collaborating with cross-functional teams to support mission or operational outcomes
• Accounting or finance experience
• Ability to read and interpret financial statements
• Experience analyzing Generally Accepted Accounting Principles (GAAP), Balance Sheet and Income Statements, Tax Returns
• Experience with one or a combination of the following systems: Credit View; Electronic Reporting and Compliance (ETRAC); FLO; EZ Request (EZR); Wholesale Banking Reporting System (WBRS); Business Lending and Sales Tracking (BLAST); Store Vision Platform (SVP); Hogan; Automated Financial Systems (AFS) or Imaging and Content Management Platform (ICMP); nCino
• Intermediate Microsoft Office skills
• Excellent verbal, written, and interpersonal communication skills
• Strong analytical skills with high attention to detail and accuracy

Job Expectations:

• This position is not eligible for Visa sponsorship
• Candidate must be based out of posted location
• This position offers a hybrid work schedule
• Relocation assistance is not available for this position
• Ability to work additional hours as needed

Posting Location:

• Charlotte, NC

Posting End Date: 31 May 2026

*Job posting may come down early due to volume of applicants.

We Value Equal Opportunity

Wells Fargo is an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, status as a protected veteran, or any other legally protected characteristic.